Customer Operations Specialists
Slant
About this role
Slant is an AI Native CRM designed for financial advisors, aiming to enhance customer service and support a growing number of users in the wealth management industry. The company has experienced rapid growth and seeks dedicated support professionals to assist its clients. The role focuses on customer support, communication, and collaboration with internal teams to ensure a seamless user experience.
Skills
About Slant
slant.appSlant is a CRM platform tailored for financial advisors, designed to reduce administrative burdens and enhance client interactions. It utilizes artificial intelligence to learn users’ preferences and deliver personalized insights and reminders, ensuring that advisors spend more time connecting with their clients. The platform emphasizes data security and compliance with SOC 2 standards, making it a reliable choice for professionals seeking to optimize their client management processes. By integrating various functions such as project management and note-taking, Slant aims to streamline operations and enhance the advisor-client relationship.
Recent company news
Wealth ManagementRIP Traditional Advisor CRM, Meet Slant, Its AI-First Replacement
Aug 29, 2025
PR NewswirePageport raises $3.3M to launch Slant, the AI-first CRM built for financial advisors.
Aug 26, 2025
Slant Magazine‘The Chair Company’ Review: Tim Robinson Trains His Eye on the Big Chair
Oct 9, 2025
TechBuzz NewsPageport Launches AI-Powered CRM Slant, Raises $3.3M Seed Round
Aug 26, 2025
Stanford Graduate School of BusinessPopular AI Models Show Partisan Bias When Asked to Talk Politics
May 20, 2025
About Slant
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Slant.
Salary
$60k – $80k
per year